NCM
Neumann Capital Management Portfolio holdings
AUM
$346M
1-Year Est. Return
23.29%
1 Year Est. Return
+23.29%
AUM
$342M
AUM Growth
+$23.9M
(+7.5%)
Holding
104
Top Buys
| 1 | +$760K | |
| 2 | +$354K | |
| 3 | +$342K | |
| 4 |
Home Depot
HD
|
+$213K |
| 5 |
Cadence Design Systems
CDNS
|
+$211K |
Top Sells
| 1 | +$1.71M | |
| 2 | +$1.1M | |
| 3 | +$767K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$739K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$566K |
Sector Composition
| 1 | Technology | 23.67% |
| 2 | Communication Services | 4.6% |
| 3 | Financials | 4.36% |
| 4 | Healthcare | 3.96% |
| 5 | Consumer Discretionary | 1.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Cadence Design Systems
CDNS
$85.2B
| $211K | 0.06% |
+600
|
|
||
102
iShares Russell 1000 Value ETF
IWD
$71.3B
| $205K | 0.06% |
+1,006
|
|
||
103
Palo Alto Networks
PANW
$133B
| $201K | 0.06% |
986
|
|
||
104
Goldman Sachs
GS
$280B
| – | – |
-472
|
|